It's 100% because Anthropic stood up to magats. They want to ruin their IPO because nazi AI is behind and nobody is using it. Despite Fable being a disappointment it's still best in class for certain tasks.

This is really bad for the US though. It's the first time a digital product has been blocked from leaving physical borders. US entire economic purpose is to incorporate global products - without that US has no economic leverage other than military/intelligence.